The AI agent operates on simulated money only — it never trades real money for you. Live trading is self-directed (you place your own orders). Capital at risk when you trade live. Not investment advice; not FCA-authorised.

AI Paper-Trading Agent & Self-Directed Trading Platform

Institutional trading infrastructure.
An AI analyst that
shows its work.

Epoch OMS is a front-to-back order management system for your own portfolio — multi-account and household consolidation, pre-trade compliance and mandates, GIPS-style attribution, multi-currency accounting and a tamper-evident audit trail, across 700+ instruments in US, EMEA and APAC. Its AI analyst screens the universe, monitors your positions and explains its reasoning in plain English — and it works exclusively on paper. That is a deliberate boundary, not a trial mode: no automated system here ever touches real money. Live orders stay yours — placed by you, through the broker of your choice.

PAPER / SIMULATION ONLY · THE AI NEVER TRADES REAL MONEY
Start Free See how it works

✓ No credit card required  ·  ✓ Paper money — real market data  ·  ✓ Cancel any time

700+Tickers
PaperSimulated practice
You decideLive is self-directed
Epoch OMS platform
700+
Tickers
Real Data
Market Data & Prices
Paper Trading
100% simulated practice
Live Trading
Live trading directed by you
Meet your AI agent

It does the analysis.
You make the decisions.

Markets move all day; you don’t have to. The Epoch AI agent narrows 700+ tickers down to a focused shortlist, keeps an eye on them for you, and runs the strategies you design — all in paper simulation with real market data. It’s a hands-on way to build genuine skill before you ever risk a penny. The agent works on simulated money only and never places real-money orders; when you choose to trade live, you take control.

Epoch OMS stock analysis view
🔍 ⚠ PAPER / SIMULATION
Shortlist & focus — the agent picks the candidates
700+ tickers across US, EMEA and APAC — which do you even start with? The agent screens the universe for technical conditions (RSI, moving-average crossovers and more) and hands you a focused shortlist instead of a blank watchlist and decision paralysis.
→ Screens 700+ · Focused shortlist · Research & analysis
👁 ⚠ PAPER / SIMULATION
Watches them for you — and explains why
Can’t stare at charts all day? The agent monitors your shortlist and pings you (push, Telegram or email) when something it flagged actually happens — then explains, in plain English, what the signal means and why it matters. AI-supported context, not a recommendation to trade.
→ Continuous watch · 3 alert channels · Plain-English why
🧮 ⚠ PAPER / SIMULATION
Customise strategies — the agent runs them in simulation
Design a strategy — entry rules, position sizing, TWAP/VWAP/IS scheduling — and let the agent run it on paper so you can see exactly how it behaves before you ever risk real money. Tune it, re-run it, learn from it. It’s like a hands-on game, except you’re building real skill.
→ Custom rules · Simulated runs · Backtest & Monte Carlo
🛡 ⚠ PAPER / SIMULATION
Learn stop-losses & take-profits by doing
Set a stop-loss and a take-profit, then watch the agent simulate what happens — and, crucially, what happens if you don’t set them. Feel the difference between a capped loss and a runaway one, on paper money, so the lesson sticks. The most important habit in trading, learned safely.
→ SL / TP what-if · Capped vs runaway · Real lesson, no real loss
How it works

The AI works on paper.
You trade live, through your own broker.

A clear path from total beginner to confident, self-directed trader — with the AI agent as your practice partner the whole way. The agent stays in simulation; you stay in control of any real money.

Epoch OMS platform overview
STEP 01

The agent shortlists

Sign up free. The agent screens 700+ tickers and hands you a focused shortlist of candidates to watch — no more staring at the whole market wondering where to begin.

⚠ Paper / simulation
STEP 02

Model it with AI

Book paper trades against real market data. Set stop-losses and take-profits, design strategies, and have the agent run them in simulation so you can see how they would have behaved — before a single live order is placed.

⚠ Paper / simulation
STEP 03

See the “why”

The agent explains every signal and every simulated outcome in plain English, and the analytics suite shows your simulated risk, performance and attribution — so you understand what worked and what didn’t.

⚠ Paper / simulation
STEP 04

Trade live — yourself

When you feel ready, you place your own real-money trades through your own broker. Self-directed and execution-only — the AI does not trade real money for you and gives no personal advice. Capital is at risk.

You trade, manually
The lesson that matters most

What a stop-loss really does —
felt, not just read about.

Everyone “knows” they should use a stop-loss. Far fewer have actually felt the difference. The agent lets you live both versions on paper, side by side, so the habit becomes instinct — before any real money is on the line. Simulated outcomes are illustrative only and are not indicative of real results.

✅ With a stop-loss

Set the exit, and the agent simulates it triggering automatically. Your paper loss is capped, the position closes, and you move on with your simulated capital intact — ready for the next idea.

PAPER · loss capped at your level

⚠ Without one

Skip the stop, and the agent simulates what an unmanaged drawdown can do to a paper book. You watch a small simulated dip become a big one — and the lesson lands without costing you a penny.

PAPER · loss runs — no real money lost
The full toolkit

Behind the agent: a fund desk’s
worth of analytics.

Your AI agent is backed by the same research, risk, performance and compliance tooling normally locked inside expensive institutional suites. Everything below works on your simulated (paper) book with real market data, so you run professional-grade tooling over your own portfolio with AI support. Live, real-money execution has the below marked features available within the platform so when you trade live, institutional grade tools are still at your fingertips.

Epoch OMS customisable dashboard view
📡 ⚠ PAPER / SIMULATION● LIVE TRADING (COMING)
Multi-Market Screener & Alerts
Screen 700+ instruments across US (S&P 500 universe), EMEA (LSE, XETRA, Euronext) and APAC (Japan, Korea, Taiwan, Australia, Hong Kong, India, Singapore). Technical signals such as RSI levels and moving-average crossovers are flagged for research, with push, Telegram and email alerts and per-ticker priority on your favourites.
→ US + EMEA + APAC · RSI / MA signals · 3 alert channels
📊 ⚠ PAPER / SIMULATION● LIVE TRADING (COMING)
Institutional Risk Analytics
Value-at-Risk and Conditional VaR, portfolio beta, correlation matrix, concentration analysis, drawdown analysis, and scenario / stress shocks — computed live from your holdings. Understand where your risk really sits before you act, not after.
→ VaR / CVaR · Beta · Correlation · Scenario & Stress
📈 ⚠ PAPER / SIMULATION● LIVE TRADING (COMING)
Performance & Attribution
GIPS-style time-weighted and money-weighted returns, Brinson allocation & selection attribution, NAV calculation, P&L tracking and a cash-flow ladder. See not just what your portfolio did, but why: allocation versus selection, position by position.
→ TWR / MWR · Brinson attribution · NAV · Cash ladder
🌍 ⚠ PAPER / SIMULATION● LIVE TRADING (COMING)
Multi-Currency Accounting
Hold simulated positions across currencies with native-cost tracking, per-lot tax lots and FX attribution that separates price moves from currency moves in your P&L. Present your book in your chosen base currency while keeping the underlying records intact.
→ Native cost · Tax lots · FX attribution · Base-ccy view
🏢 ⚠ PAPER / SIMULATION● LIVE TRADING (COMING)
Multi-Account & Household Consolidation
Group accounts into entities and households — trusts, LLCs, individuals — and roll them up into one consolidated view with per-account breakdowns. Manage several pots at once and see the whole picture in one consolidated view.
→ Entities · Households · Consolidated roll-up · Per-account
⚖ ⚠ PAPER / SIMULATION● LIVE TRADING (COMING)
Pre-Trade Compliance & Mandates
Define investment mandates with restricted and watch lists, allocation bands and ownership caps, and have every simulated order checked against them before it books. Pair it with role-based access and an optional four-eyes maker-checker approval workflow for teams — a realistic dry-run of institutional controls.
→ Mandates · Restricted / watch · RBAC · 4-eyes approval
🧮 ⚠ PAPER / SIMULATION
Strategy Agent & Execution Algos
Let the agent run your strategies with TWAP, VWAP and implementation-shortfall scheduling, basket and block allocation, and order staging — all in simulation. Connect Alpaca or Interactive Brokers in paper mode to model fills realistically. The agent runs on simulated money only and never routes real-money orders.
→ TWAP / VWAP / IS · Basket & block · Paper fills only
📝 ⚠ PAPER / SIMULATION● LIVE TRADING (COMING)
Corporate Actions & Income
Splits and dividends are applied to your book automatically, with foreign-currency dividends flagged rather than mis-booked. A dividend tracker projects income across your holdings, and ETF look-through decomposes funds like SPY or QQQ into true single-name exposure.
→ Splits · Dividends · ETF look-through · Income tracker
📜 ⚠ PAPER / SIMULATION● LIVE TRADING (COMING)
Reporting Catalogue
A library of on-demand reports — performance, holdings, attribution, regulatory-style templates (MiFID II, AIFMD, 13F-style and more) and PDF/CSV exports — with filing-calendar reminders. Regulatory templates are provided as indicative tooling to support your own analysis and record-keeping, not as a certified filing service.
→ Performance · Holdings · Reg templates · PDF / CSV
🔒 ⚠ PAPER / SIMULATION● LIVE TRADING (COMING)
Tamper-Evident Audit Trail
Every action is recorded in a SHA-256 hash-chained, RSA-signed, append-only audit trail with cryptographic verification on demand — so your activity history can be shown to be complete and unaltered. Built around MiFID II RTS 24 record-keeping principles.
→ Hash chain · RSA-signed · Append-only · Verifiable
💬 ⚠ PAPER / SIMULATION● LIVE TRADING (COMING)
Ask the Agent Anything
Ask in plain English — “why is this paper down?”, “what’s my concentration in tech?”, “what does my VaR figure mean?”. The agent reads your holdings and explains. It provides AI-supported research only — it does not make decisions for you or give personal recommendations.
→ Portfolio context · Plain-English · AI-supported, not advice
💵 ⚠ PAPER / SIMULATION● LIVE TRADING (COMING)
Fixed Income & Market Data
Live US Treasury yield curve and credit-spread analytics via public FRED data, a bond calculator (duration, convexity, yield), an options chain with implied-volatility surface, and crypto market data. Market data is provided on a delayed / indicative basis for research.
→ Yield curve · Credit spreads · Options · Crypto
Why Epoch

Built like a fund desk —
not a trading game.

Most demo accounts give you fake money and nothing else. Generic paper-trading apps don’t shortlist for you, don’t run your strategies, and don’t show VaR, attribution or mandate checks. Epoch pairs an AI agent that does the watching with the analytics depth of a fund desk — all in safe simulation.

Epoch OMS portfolio holdings view
Capability (in simulation) Epoch OMS Generic paper-trading app Consumer screeners Spreadsheets
AI agent shortlists from 700+ tickers✓ Built-in✗~ Lists only✗
Agent watches & explains in plain English✓ Yes✗✗✗
Run custom strategies in simulation✓ Agent-run~ Manual✗~ Manual
Stop-loss / take-profit “what-if” modelling✓ SL / TP~ Basic✗✗
VaR / CVaR / scenario risk analytics✓ Full✗✗✗
GIPS-style performance & Brinson attribution✓ Built-in✗✗~ Manual
Pre-trade compliance & mandates✓ Enforced✗✗✗
Execution algos (TWAP/VWAP/IS) — paper✓ Simulated✗✗✗
Real market data behind the simulation✓ Yes~ Varies✓✗
Free tier to get started✓ Free~~~

Comparison reflects typical capabilities of each category as a class of product, for general illustration. It is not a benchmark of any named competitor and does not imply any performance outcome. Epoch paper can be simulated and self instructed; the AI agent never trades real money.

Pricing

Start free.
Upgrade when you’re ready.

The AI agent and paper trading are available to try free — no credit card required. Paid tiers unlock the full screener, deeper analytics and team controls. Cancel monthly plans any time. Every tier is a research, analytics and paper-trading tool: live self-directed trading is shown where available on the paid for tiers. Note there is no AI real-money trading, or personal investment advice.

Free
£0
Try the AI agent and paper trading hands-on. No credit card required.
  • AI agent shortlist (sample)
  • Paper portfolio & order management
  • Stop-loss / take-profit practice
  • Basic technical signals & watchlist
  • Full 700+ live screener & alerts
  • Agent strategy runs & backtesting
  • Risk & attribution analytics
  • Reporting catalogue
Start Free

✓ No commitment  ·  Cancel any time  ·  No lock-in

MOST POPULAR
Pro
£19 / month
The full AI agent, live screener and research analytics. For active learners and independent traders.
  • Everything in Free
  • Full AI agent on 700+ tickers (paper)
  • Live screener + push / Telegram / email alerts
  • Favourites priority alerting
  • Agent strategy runs & plain-English explainers
  • Backtesting & Monte Carlo
  • Options chain & IV surface
  • Reporting catalogue

Cancel any time

Trader
£49 / month
Advanced risk analytics and execution algos. For systematic, serious traders.
  • Everything in Pro
  • VaR / CVaR risk engine
  • Execution algos (TWAP/VWAP/IS)
  • Broker connectivity (Alpaca / IBKR)
  • Portfolio optimiser (Markowitz)
  • Multi-account management
  • Multi-currency accounting
  • Full reporting catalogue

Cancel any time

Pro Desk
£99 / month
Full compliance, reporting and team controls. For fund analysts and small teams.
  • Everything in Trader
  • Pre-trade compliance & mandates
  • RBAC + 4-eyes maker-checker
  • Entity / household consolidation
  • Full reporting catalogue (PDF/CSV)
  • Regulatory-style report templates
  • Tamper-evident audit trail
  • Priority support

Cancel any time

Institutional
From £499 / mo
For boutique funds, family offices, trading educators and multi-firm deployments. Custom licensing and support.
  • Everything in Pro Desk
  • Dedicated account manager
  • Custom SLA & support
  • Private / on-premise deployment
  • Multi-tenant & volume seat licensing
  • Custom data & report integrations
  • Onboarding & documentation support
Contact Us →

The AI agent operates on simulated money only and never places real-money orders. Live brokerage execution, where built into the platform, is self-directed (you place your own orders), execution-only, and remains switched off pending the appropriate regulatory authorisation.

Questions

Honest answers.

Does the AI agent trade my real money?
No — absolutely not. The agent works on simulated (paper) money only. It never places real-money orders, never holds your funds, and never trades on your behalf. It is an AI-supported paper-trading tool. If and when you trade live, you place those trades yourself, through your own broker.
So how does live trading work?
Live trading is self-directed and execution-only: you make every decision and place every order yourself. The AI agent is not involved in live, real-money trading and gives no personal recommendations. Capital is at risk when you trade live.
Is the paper money real? What about the data?
The money is simulated — you can’t win or lose real funds while paper trading. The market data behind it is real (delayed / indicative), so the practice feels authentic. Simulated results are illustrative only and are not indicative of real results.
Are the agent’s signals investment advice?
No. The agent’s shortlists, signals and explanations are AI-supported research tools that surface technical conditions and explain your simulated holdings. They are general in nature, don’t account for your personal circumstances, and must not be treated as a recommendation to buy or sell.
Will I make money using it?
We make no promises about returns and nothing here is guaranteed. Paper trading builds skill, not profit. When you trade live yourself, capital is at risk: the value of investments can fall as well as rise and you may get back less than you put in.
Is Epoch OMS FCA-authorised?
No. Epoch OMS is not authorised or regulated by the Financial Conduct Authority. It is a software tool for paper-trading practice, research and portfolio analytics. We do not hold client money and do not provide regulated investment services or personal advice.
Can I connect a real brokerage account?
You can connect Alpaca or Interactive Brokers. Any real-money execution is self-directed.
Can I cancel?
Yes — the free tier needs no card, and monthly plans can be cancelled any time. There’s no contract and no lock-in. Cancelling can lose access to features within the application.

⚠ Important risk information

The AI agent is paper / simulation only. The agent never trades real money, never holds client money and never acts on your behalf. Simulated results are illustrative and are not indicative of real results.

Epoch OMS is order-management, research and decision-support software that you operate yourself. It does not provide investment advice or personal recommendations and is not authorised or regulated by the Financial Conduct Authority. Nothing on this platform should be taken as a recommendation to buy, sell or hold any investment.

Live trading, where you choose to do it, is self-directed and execution-only — you place your own orders. Capital is at risk when you trade live: the value of investments can go down as well as up and you may get back less than you invest. Past performance is not a reliable indicator of future results. If you are unsure whether an investment is right for you, seek advice from a suitably qualified, FCA-authorised financial adviser.

Meet your AI agent.

Start free — no credit card, no lock-in. Run the full desk: consolidated accounts, pre-trade compliance, attribution and audit — with an AI analyst working your universe on paper, and every live order kept firmly in your hands.

Start Free →
Paper / simulation only — the AI agent never trades real money. Live trading is self-directed; capital is at risk when you trade live. Simulated results are not indicative of real results. Epoch OMS is a practice and analytics tool, not investment advice, and is not FCA-authorised.